Experience

Often described as a “straight shooter” who can and will tell it like it is, Jeff is known for his honesty and genuine concern for his clients’ financial well-being. Like Bryce, Jeff’s life experiences have been a major influence on his more than 20-year career and his passion for empowering people to make good financial decisions. Growing up in a blue-collar family with limited resources taught him the value of hard work and discipline and prepared him to be a stronger business owner and wealth manager.

Within the team, Jeff is primarily responsible for managing the group’s planning and wealth management initiatives. Prior to co-founding Chrysalis Wealth Partners, Jeff was a financial advisor at Merrill Lynch and Dean Witter. He holds the CIMA® and CEPA® designations. He is also a member of the Investment Management Consultants Association. Jeff earned his B.A. in communications from California State University, Northridge.

Outside of work, Jeff founded a leadership program for girls ages 7 -11 within the Adventure Princess Program of the Magdalena Ecke Family YMCA. His Bear Nation Leadership Award, a college grant he personally funds, honors its young recipient for demonstrating exceptional leadership in community service.

Jeff and his wife, Samantha, have two daughters, Cambria and Kirra.

CA Insurance License # 0B66521

Life was Bryce’s greatest teacher when it came time to choose his career. Growing up facing his family’s unanticipated financial challenges stemming from a tragic life event and poor planning strengthened his resolve to help others avoid similar mistakes. He aims to help client's gain greater confidence and make educated decisions through all stages of life’s various financial transitions. Although he began in financial services as an equity research analyst, there was no visible evidence that the work he was doing was having any impact on those he cared about. As a Wealth Advisor, Bryce was able to merge his passion for helping others with an intellectually satisfying career.

Today, with more than 20 years of career experience, Bryce focuses on providing comprehensive planning and portfolio management to help guide clients smoothly and successfully through periods of significant change. Recognizing that his clients deserve the strongest insights, he has earned an impressive number of industry accreditations, including the Chartered Financial Analyst® (CFA®) designation, the Certified Financial Planner® (CFP®) certification, and most recently the Certified Exit Planning Advisor® (CEPA®) designation. Bryce earned a B.A. in economics from the University of California, San Diego.

Outside of work, Bryce fosters his athletic and competitive spirit through CrossFit and golf.

Bryce and his wife, Shelie, have two children, Elle and Hawkins.

CA Insurance License # 0D92897

With over a decade of industry experience, Adam is passionate about helping exceptional families, individuals, and their entities overcome financial transitions and navigate complexity. His core competencies include comprehensive financial planning, investment advisory, and banking solutions. Adam credits his teams’ discovery process, relentless execution, and concierge service to delivering a cohesive family office experience to clients.

Prior to joining Chrysalis Wealth Partners, Adam graduated cum laude from San Diego State University where he received a B.S. in finance. He developed a passion for financial literacy and helping others after witnessing his parents recover from the 2008 financial crisis. When he’s not working, Adam enjoys golf, fitness, and surfing in Encinitas, CA.
 

Mónica is responsible for leading the team’s client service experience initiatives, acting as the “personal financial concierge” for the group’s exclusive clients. She brings a unique perspective to her role. Like her teammates, Mónica faced nearly overwhelming family challenges that she conquered thanks to the knowledgeable and caring support of others and with their sound financial planning advice. She pays this forward in her work every day with empathy, understanding and a commitment to helping clients move successfully through difficult life transitions toward their goals.

Mónica earned a B.S. in industrial engineering and a B.S. in economics from Northeastern University. She holds her Series 7 and 66 securities licenses. Notably, Monica is multilingual, speaking English and Spanish fluently, as well as conversational French and Italian.

Outside of the office, Mónica is the proud mother of five children.

Katherine leads the team's administrative efforts by ensuring accuracy and consistency to enhance the client experience. She is also responsible for managing the team calendar and schedule. Katherine enjoys building strong relationships with clients to maintain the "family office" service level of the team. Additionally, she helps lead the team's branding and marketing strategy.   

Katherine graduated from the University of Central Florida with a B.A. in Journalism. She holds her Series 7 and 66 licenses. Originally from the East Coast, Katherine enjoys the SoCal lifestyle and spends her free time outside running or at the beach with her husband and their dog.